Microsoft Dynamics 365Microsoft Dynamics 365 Configurations

Microsoft Dynamics 365 Configurations Overview

A guide to Microsoft Dynamics 365 Configurations Overview in Fynapse.

Overview

The D365 Configurations screen allows you to add new configurations that enable you to establish connections between Fynapse and particular Microsoft Dynamics 365 instances. These connections are later used to export data from Fynapse to Microsoft Dynamics 365.

D365 Configurations Screen

The D365 Configurations screen comprises the following elements:

  • The Add button - click it to create a new D365 configuration
  • The Refresh button - click it to update information about D365 configurations
  • The grid - use it to see a list of all defined D365 configurations. The grid has the following columns:
    • Configuration name - the name of the configuration used during creating an extract configuration
    • Account display value - displays a list of Journal attributes that are necessary to properly aggregate Journals
    • Uploaded by - displays who created the particular configuration
    • Recurring integration ID - an ID for a data import job. The ID is defined and should be copied from Microsoft Dynamics 365. In Microsoft Dynamics 365 navigate to Data Management > Import projects, then select the project and click Load project, and click Manage recurring data jobs. The recurring integration can be found in the ID field.
    • Details - click the chevron to find out more about a particular configuration and edit it if needed

Edit D365 Configurations Screen

This screen is displayed if you click the chevron next to a configuration that you want to edit. The screen comprises the following elements:

  • The Edit button - click it to edit the selected configuration. Once you click the button all fields (apart from the Configuration name field) are enabled for editing.
  • The Save button - click it to save the adjusted configuration
  • The Cancel button - click it to discard changes
  • Configuration fields - all available fields that are enabled for the edition

New D365 Configuration Screen

This screen is displayed when you click the Add button on the D365 Configurations screen. It allows you to define a new configuration. The screen comprises the following elements:

  • The Save button - click it to save the configuration
  • The Cancel button - click it to discard changes
  • The Preview output format button - click it to view how the structure of an exported file that you configure using the D365 Configurations screen will look
  • Details:
    • Configuration name - the name of the configuration used during creating an extract configuration.
    • Journal name - specifies a Journal name that will be sent to Microsoft Dynamics 365. It can be:
      • Constant - a user defined constant name
      • Attribute name - a name of the attribute from the Journal Line Definition whose value will be mapped to the Journal name field.

      Note that the Journal name field is mandatory. If the specified Journal Line Definition attribute contains empty values, the extracted D365 batch will be marked as Failed.

    • Recurring integration ID - an ID for a data import job. The ID is defined and should be copied from Microsoft Dynamics 365.
    • The Ignore voucher lines balancing to zero checkbox - if it is selected, then voucher lines balancing to the zero amount will not be included in the extract file and will not be sent to Microsoft Dynamics 365
  • Account display value:
    • Delimiter - a value separator that separates values of attributes in the Account display value. We recommend the hyphen (-) as the separator.
    • No. Attributes - a list of attributes that create the Account display value. These attributes must have the text format and must be also defined in Journal Line Definition. All of the attributes must have the matching configuration in Microsoft Dynamics 365.

      The Account attribute is required and must be on the first position.

    • The Add button - click it to add a subsequent attribute
    • The trash bin icon - click it to delete a particular attribute
    • Order icons - click one of the icons next to the attribute to change its order on the list
  • User defined attributes - use this panel to select which additional attributes from Journal Line Definition you want to export to D365, and to which columns in the exported file the selected attributes will map. The panel consists of:
    • The Add button - click it to add new attributes to the configuration
    • Attribute name - an attribute that will be added to the exported file

      You can add the same attribute multiple times, but it must be mapped to different columns (i.e. has different D365 labels).

    • D365 label - a name of a column that will correspond to the selected attribute from Journal Line Definition in the exported file. Each label name must be unique, and it can contain only upper and lower-case letters, numbers, hyphens, underscores, and spaces.
    • The Batch key checkbox - when you select it for a particular attribute, records with the same value for this attribute will be grouped under a single D365 batch key (i.e., Journal batch number) during D365 export
    • The trash bin icon - click it to delete a pair of the attribute and label

      Click the Preview output format button to view where new columns will be added in the exported file.

Tutorials

  1. Go to Configuration > D365 Configurations.
  2. Click the Add button.
  3. Provide basic details of a new configuration:
    1. Type the name of the configuration. Later, this name will be used while creating an extract configuration. To learn more about the extraction process, refer to the Extracts Configuration chapter.
    2. For a Journal name, select one option:
      1. Select the Attribute name option, and from the list, select one attribute from Journal Line Definition that will be mapped to the Journal name.

      Note that the Journal name field is mandatory. If the specified Journal Line Definition attribute contains empty values, the extracted D365 batch will be marked as Failed.

      1. Select the Constant option and type a name into the field.
    3. Into the Recurring integration ID field, type the ID of the data import job defined in Microsoft Dynamics 365.
    4. Select the Ignore voucher lines balancing to zero checkbox if you do not want to include voucher lines balancing to the zero amount in the extract file.
  4. Define the Account display value:
    1. From the Delimiter list, select which sign you want to use to separate attributes of the Account display value. We recommend the hyphen (-) as the separator.
    2. Click the Add button to add an attribute to the No. Attributes list. To change the order of attributes, click the proper icons next to them. To delete an attribute, click the trash bin icon next to it.
  5. Optional: Add user defined attributes:
    1. Click the Add button. To add another attribute, click the Add button again.
    2. From the Attribute name list, select an attribute from Journal Line Definition that you want to export to D365.

    You can add the same attribute multiple times, but it must be mapped to different columns (i.e. has different D365 labels).

    1. Into the D365 label field, type a name of a column that will correspond to the selected attribute from Journal Line Definition in the exported file. Each label name must be unique, and it can contain only upper and lower-case letters, numbers, hyphens, underscores, and spaces.

    Click the Preview output format button to view where a new column will be added in the exported file.

    1. Select the Batch key checkbox if you want to group records with the same values under a single D365 batch key for the particular attribute.
  6. Click the Save button to save the configuration, or the Cancel button to discard it.
  1. Go to Configuration > D365 Configurations.
  2. In the grid, find a configuration that you want to view.
  3. In the Details column, click the chevron. You will be redirected to a new screen displaying details.
  1. Go to Configuration > D365 Configurations.
  2. In the grid, find a configuration that you want to edit.
  3. In the Details column, click the chevron. You will be redirected to a new screen.
  4. Click the Edit button.
  5. Introduce changes.
  6. Click the Save button to save the new configuration, or the Cancel button to discard your changes.

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